Title: “Trusts for Entrepreneurs”
Guest: Christopher Shepler – Fiduciary Trust Company
Interviewers: Jeffrey Davis – Mage LLC, Marc Z – Marc Z Legal Staffing
Estate Planning
“Changes in Estate Planning Laws” with Tarlow Breed Hart & Rodgers
Title: “Changes in Estate Planning Laws”
Guest: Melissa Sydney – Tarlow Breed Hart & Rodgers
Interviewer: Jeffrey Davis – MAGE LLC
“The Next Generation of Family Business as Entrepreneur” [PART 2]: FBA Panel Discussion – Fall 2022
Title: “The Next Generation of Family Business as Entrepreneur”, Part Two
Guests: Stephen Wilchins (Wilchins, Cosentino & Novins), Rich Hirschens & Kelly Berardi (Gray, Gray & Gray), Chris Sanders (Insperity; fomerly of San-tron)
Moderator: Jeffrey Davis – MAGE LLC
“The Next Generation of Family Business as Entrepreneur” [PART 1]: FBA Panel Discussion – Fall 2022
Title: “The Next Generation of Family Business as Entrepreneur”, Part One
Guests: Stephen Wilchins (Wilchins, Cosentino & Novins), Rich Hirschens & Kelly Berardi (Gray, Gray & Gray), Chris Sanders (Insperity; fomerly of San-tron)
Moderator: Jeffrey Davis – MAGE LLC
“Personalized & Dynamic Estate Planning” with Jennifer Taddeo of Estatewise Advisory, LLC
Guest: Jennifer Taddeo – Estatewise Advisory, LLC
Interviewers: Jeffrey Davis – MAGE LLC & Marc Zwetchkenbaum – Marc Z Legal Staffing
“Money Management Implications For Those Who Meet Later In Life” with Lisa Cukier and Aviva Sapers
Link To Guest Website: https://sapers-wallack.com/ & https://www.burnslev.com/Title: "Money...
“How Entrepreneurs & Biz Owners Should Think About Estate Planning”
Link To Guest Website: https://www.appeladvisors.com/Title: "How Entrepreneurs & Biz Owners...
FBA April Family Business Panel Part 1: “Family Politics, Generational Transition & Sibling Rivalry”
Wilchins Cosentino & Novins - https://wcnllp.com/ Gray Gray & Gray...
“Year End Estate Planning” w/ Lisa Cukier of Burns & Levinson and Aviva Sapers of Sapers & Wallack
https://sapers-wallack.com/ & https://www.burnslev.com/ https://youtu.be/BkSAlnug0io Title:...
“Parallels Between Divorce & Estate Planning” w Sandy Lundy of LundyLegal & Deb Danger of Danger Law
https://www.dangerlaw.com/ & https://www.lundylegal.com/...